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Trey Johnson

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. contact redtail - contact us via computer (like Orion does)

    9 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  2. See documents on Mobile

    11 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  3. Filter Client Review Reminders for each individual advisor

    6 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Extend Future activities view to 12 months for a client

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Make it a site preference that activities and workflows have to link to a contact

    15 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Retirement Date - this would be great to see on the client's contact card.

    9 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Trey Johnson supported this idea  · 

  7. copy note

    23 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Trey Johnson supported this idea  · 

  8. Buy www.redtail.com

    9 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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  9. Ability to Print Family Notes

    11 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. filter activity by category

    16 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  11. Add to Notes Follow Up

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. Collapse All Feature in Workflows

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Trey Johnson supported this idea  · 

  13. Financials

    6 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Trey Johnson shared this idea  · 

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